| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 8,809 | $297,841 | $285,631.82 | -$12,209.18 | -4.1% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,218 | $42,943.35 | $39,511.92 | -$3,431.43 | -7.99% |
Jeff Ameen Spire Wealth Management | 167 | $4,868.05 | $5,402.45 | $534.4 | 10.98% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 19,588 | $662,270.28 | $635,336.78 | -$26,933.5 | -4.07% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 35,328 | $1.19M | $1.15M | -$45,573.12 | -3.82% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10,356 | $278,386.12 | $337,191.36 | $58,805.24 | 21.12% |
| MWM Marion Wealth Management Marion Wealth Management | 10,392 | $263,021.52 | $338,467.44 | $75,445.92 | 28.68% |
Dalila Toledo Ascent Group LLC | 12,583 | $425,431.23 | $409,073.33 | -$16,357.9 | -3.85% |
| PO Patrick O'Connell Security Financial Services Inc. | 7,275 | $184,560.05 | $235,346.25 | $50,786.2 | 27.52% |
Michael Byun SageView Advisory Group LLC | 1,393 | $34,679 | $45,286.43 | $10,607.43 | 30.59% |
| RTS Randy T. Siegel Aletheian Wealth Advisors LLC | 62,373 | $1.63M | $2.03M | $400,959.3 | 24.65% |
David Hunter Horizons Wealth Management | 555 | $22,721.7 | $18,012.52 | -$4,709.18 | -20.73% |
| NJL Nelson J. Lam LAM GROUP Inc. | 110 | $3,719 | $3,565.65 | -$153.35 | -4.12% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,006 | $25,053.22 | $32,589.37 | $7,536.15 | 30.08% |
Joseph A. Feste KM Capital Management Ltd. | 2,995 | $101,260.95 | $97,265.62 | -$3,995.33 | -3.95% |
Jill Batley Gateway Wealth Partners LLC | 34,911 | $1.18M | $1.13M | -$48,527.38 | -4.11% |
Courtney Holt Compound Planning, Inc. | 13,607 | $384,750.98 | $440,186.45 | $55,435.47 | 14.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,228 | $57,934.09 | $72,766.48 | $14,832.39 | 25.6% |
Mathieu Cornu Pictet Asset Management Holding SA | 15,500 | $524,055 | $501,967.5 | -$22,087.5 | -4.21% |
Wayne Atkins VCI Wealth Management LLC | 226,428 | $5.84M | $7.32M | $1.49M | 25.47% |